Customer Service & Banking Support Specialist

WILLIAM C WHITE

**** ********** *****, ******, ** 76040

Phone: 817-***-****

Email: *********@*****.***

Employment History

**/**** – Present

Customer Service Representative / Cashier

Goodwill Industries, Watauga, TX

Assisted customers with locating merchandise, answering questions, and providing excellent service to enhance shopping experience.

Operated cash register, processed transactions accurately, and handled returns in accordance with store policies.

Kept sales floor orderly and stocked merchandise.

License and Permit Specialist

Texas Department of Public Safety, Fort Worth, TX

Verified customers documents to issue a driver license/ID card.

Administered computer tests to driver’s license applicants.

Administered road tests to customers requesting a license in Texas.

Handled payment processing and executed comprehensive customer service responsibilities.

12/2017 - 08/2018

Customer Service Representative

Fidelity Investments, Westlake, TX

Responsible for working with Fidelity's Defined Contribution Plan Sponsors.

Assured that all information was supplied to the client in an accurate and timely manner using the investment system application.

Responsible for handling inbound calls via the testing and reporting services helpline.

Assisted plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the testing and forms.

06/2017 - 10/2017

Online Banking Customer Service Representative

Wells Fargo, Westlake, TX

Answered incoming customer service call inquiries about banking.

Referred sales calls to achieve targets.

Completed Computer Based Training to comply with federal banking guidelines.

Handled banking inquiries about disputes, overdrafts, remittance, loans, escalations, and account fraud.

08/2012 - 10/2017

Online Banking Customer Service Representative

Capital One Bank, Irving, TX

Answered incoming phone calls and helped teammates with difficult customer service calls related to banking.

Completed Computer Based Training to comply with Federal Banking guidelines.

Assisted with new hire training and side by side coaching.

Subject-matter expert in customer service, online banking, and secure messaging.

Proficient with; checking accounts, savings accounts, IRA accounts, loan accounts, direct banking, small business, and corporate accounts.

Education History

01/2008

Westwood College

Bachelor of Science in Criminal Justice

Magna Cum Laude

Occupational Licenses, Certificates and Training

I am proficient in: Microsoft Word, Excel, Outlook, PowerPoint, Teams, computer operation, financial compliance, and research. Supervised up to 20 people, processed sales, met call center metrics, processed cash and credit transactions, certified in regulatory compliance, regulation CC, and customer support for 20 years.

Contact this candidate